Get Inv-93b Escrow Agent Agreement (pooling Method) - State Treasurer

The INV-93b Escrow Agent Agreement (Pooling Method) is a formal document that outlines the responsibilities between the depository and the escrow agent regarding public deposits. This guide will assist you in accurately filling out the agreement online, ensuring compliance with North Carolina regulations.

Follow the steps to fill out the INV-93b Escrow Agent Agreement online.

1. Start by locating the INV-93b form. Click the ‘Get Form’ button to access the document as needed.
2. Begin filling out the date section at the top of the form, indicating the day and month of agreement execution.
3. Complete the first blank line with the name of the depository involved in the agreement.
4. Fill in the second blank line with the name of the escrow agent who will be fulfilling the agreement.
5. In the following numbered sections, carefully itemize any specific terms or agreements that pertain to pledging arrangements, ensuring compliance with the provisions noted in 20 NCAC 7.
6. Make sure to provide written notice as required, specifically when instructing on the release or pledge of collateral securities.
7. Complete the address section at the end of the document, where you will provide the addresses for both the State Treasurer and the escrow agent.
8. Obtain the necessary signatures by the authorized representatives of the escrow agent, depository, and state treasurer to finalize the agreement.
9. After verifying all information is correctly filled, save changes to the document. You may then download, print, or share the completed form as necessary.

Complete your document online today and ensure all necessary submissions are made accurately.